Carmen E. Garza
2017Annual
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What was filed
127
investments
0
positions
1
gifts
2
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Umversaty of Southern Califorma
- Quicken Loans
As filed
Fort Bliss Federal Credit Union accounts — Interest
First American Bank accounts — None
Rental property #1, Las Cruces, NM purchase 2000-5125,000 — Rent
Rental property #2, Las Cruces purchase 2008-5240.000 — Reat
Time share property, San Diego, Ca, purchase 2005-55,0000 — None
Frankin Mutual Global Discovery — Int/Div
AB Intermediate Diversified Municipal — None
AT&T — Int/Div — Buy
Abbott Laboratories — Int/Div — Buy
Abbott Laboratories — Sold (part)
Abbott Laboratories — Sold (part)
Accenture PIC — Int/Div — Buy
Alps Alerian Mip ETF — None — Buy
Alps Alerian Mip ETF — Buy (add'l)
Altra Group Inc — Int/Div — Buy
American Express — None — Buy
American Express — Sold (part)
American Express — Sold (part)
American Express — Sold
American Fund High (Hich formerly ) Income — None
Apple Inc — Int/Div — Buy
Arthur J. Gallagher & Co — Int/Div — Buy
BB& T Comp — Int/Div — Buy
BCE Inc — Int/Div — Buy
Beckton Dickinson & Co. — Int/Div — Buy
Blackrock Equity — Int/Div
Blackrock National Municipal — Int/Div
American Fund Capital World Bond {formerly Capital World Bond) — None — Sold
CBA Aggressive Growth — Int/Div
Chevron Corporation — Int/Div — Buy
Chevron Corporation — Buy (add'l)
Cisco Systems Inc — Int/Div — Buy
Coca Cola Company — Int/Div — Buy
Colgate-Palmolive — Int/Div — Buy
CVS Health Corp — None — Buy
CVS Health Corp — Buy (add'l)
CVS Health Corp — Buy (add'l)
Deere & Co — None — Buy
Deere & Co — Sold (part)
Deere & Co — Sold (part)
Diageo Plc — Int/Div — Buy
Diageo Plc — Sold (part)
Dimensional DFA Intl Value Fd — Int/Div — Sold
Dodge & Cox Stock — Int/Div — Sold
American Fund Europacific (formerly Europacific Growth) — Int/Div — Sold
Eversource Energy — Int/Div — Buy
Exxon Mobile Corp — Int/Div — Buy
Exxon Mobile Corp — Buy (add'l)
Franklin Fed Int-Term T/F Inc — None
Frunklin Mutual Shares C1 Z — Int/Div — Sold
Amencan Fundamental Investors Fund (Formerly Fundamental Investors) — Int/Div
General Electric — None — Buy
General Electric — Buy (add'l)
General Electric — Sold
Genuine Parts Co — Int/Div — Buy
Harbor Capital Appreciation — Int/Div
Hartford Dividend and Growth — Int/Div
IBM Corp — None — Buy
IBM Corp — Buy (add'l)
Intel Corporation — Int/Div — Buy
Invesco Comstock — Int/Div
Invesco International Growth — Int/Div
shares Interm Credit — Int/Div — Buy
shares MBS ETF Iv — None — Buy
Ishares MSC Eafe Value — Int/Div
shares 1-3 Year Credit — None — Buy
shares 1-3 Year Credit — Sold (part)
shares 1-3 Year Credit — Sold (part)
Shares 3-7 Year Credit — Int/Div — Buy
Shares 3-7 Year Credit — Sold
JH Disciplined Value Mid Cap — Int/Div — Sold
Johnson & Johnson — Int/Div — Buy
JP Morgan Chase & Co — Int/Div — Buy
Leggett & Platt Inc — None — Buy
Leggett & Platt Inc — Sold (part)
Leggett & Platt Inc — Sold (part)
Leggett & Platt Inc — Sold (part)
Leggett & Platt Inc — Sold (part)
Lockheed Martin Corp — Int/Div — Buy
Lowes Companies Inc — Int/Div — Buy
Mainstay leap Select Equity — Int/Div — Sold
Metropolitan West Tul Ret Bd — None — Sold
MFS Growth Fund — Int/Div — Sold
MFS International Value — Int/Div — Sold
Microsoft Corp — Int/Div — Buy
Nestle SA — Int/Div — Buy
Novartis AG — Int/Div — Buy
Occidental Petrol Co — Int/Div — Buy
Ommicom Group Inc — None — Buy
Ommicom Group Inc — Buy (add'l)
Oracle Corporation — Int/Div — Buy
Parker-Hannifin Corp — Int/Div — Buy
Phzer Incorporated — Int/Div — Buy
Philip Morris Intl — None — Buy
Pimco Total Return IV — None — Sold
PPG Industries Inc — Int/Div — Buy
Proctor & Gamble — Int/Div — Buy
Prudential High-Yield — Int/Div — Sold
Prudential Jennison Mid Cap (formerly Perkins Mid Cap Value) — Int/Div — Sold
Raytheon Company — Int/Div — Buy
Raytheon Company — Sold (part)
Siemens — Int/Div — Buy
Siemens — Sold
Spdr Blmbrg Brely — None — Buy
Spdr Short Term — None — Buy
Starbucks Corp — None — Buy
T Rowe Inst] Lrge Cp Gr — Int/Div — Sold
T Rowe Price Intl Discovery — Int/Div — Sold
T Rowe Price Group — Int/Div — Buy
T Rowe Intl Stock (converted to T Rowe Intl Stock Fd — Int/Div — Sold
American Fd. Tax Exempt Bd. (formerly Tax Exempt Bd.) — None
Texas Instruments — Int/Div — Buy
Thomburg Limited Term Muni — None
TIX Companies Inc — Distribution — Buy
TIX Companies Inc — Buy (add'l)
United Technologies — Int/Div — Buy
Vanguard FTSE Dev. Mkts — Int/Div
Vanguard Small Cap Growth ETF — Int/Div
Vanguard Intermediate — Int/Div — Buy
Vanguard Small Cap Value — Int/Div
Verizon Communicatn — Int/Div — Buy
VF Corporation — Int/Div — Buy
Victory Sycamore Small Co C1 1 — Int/Div — Sold
Watso Inc — Int/Div — Buy
Wells Fargo Bk NA — Int/Div — Buy
Wells Fargo SH Term Mun Bd converted toWells Fargo S/T Mun Bond CIA) — None
IM Company — Int/Div — Buy
Gift — Umversaty of Southern Califorma — Round trip airline ticket from Los Angeles, California to Honolulu, Hawaii, Nov, 2017 — $800.00
Agreement — 2017 — Carmen E. Garza, Single Investment Account from former self employment
Agreement — 2017 — Carmen E. Garza, Traditional Individual Retirement Account from former self employment
Liability — Quicken Loans — mortgage on real property (rental #2)
In December, 2016 | transferred all of my investments from Edward Jones to Charles Schwab.
1 have found 3 errors on my last financial disclosure report. First, 1 acually sold all of my Columbia Acorn International stock on June 16, 2016, | earned a
dividend amount code B. The value code was J,
Additionally, I listed Blackrock Equity and Blackrock National twice. They should have only been listed once.
Finally, Edward Jones transferred cash from my IRA to Schwab, Schwab re-invested it in various stocks on March 3, 2017
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.